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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,230 | $138,075-30.3% | $123,552-22.1% | $135,379-28.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -12.07% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $567 | $5,152-89.0% | $4,628-87.7% | $4,779-88.1% |
| Participant deferral / active EE | $4,533 | $6,800-33.3% | $6,426-29.5% | $5,609-19.2% |
| Admin fee / account holder | $374 | $10,917-96.6% | $9,285-96.0% | $10,828-96.5% |